Peter Sentance
Peter Sentance is a ChFC-designated registered investment advisor at On Investment Management CO, based in Los Angeles, CA, with 43 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 8,323 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ONIMCO offers investment advisory programs where fees are based on a percentage of the assets managed. The fees are determined by the specific program sponsor you choose, and they typically have tiered fee schedules where larger accounts may receive reduced fees. The Investment Adviser Representative's portion of the fees is negotiable and may range from 0.30% to 1.50% annually. These fees do not include the fees charged by the investments themselves, such as mutual funds or ETFs. Additional fees may apply for tax management services or socially responsible screening.
Location
Los Angeles, CA
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2015Customer Dispute
May 2006Other Business ActivitiesSells Insurance
Peter is the Chair of the Board for Southern California Jr. Cricket in America, a non-profit organization, spending a few hours per week on charity fundraising and coordinating tournaments. Peter also works as an insurance agent for Sentance Financial Group, selling health, disability, fixed annuity, and long-term care insurance products since 1979.
Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Mutual Service CorporationBroker
Pml Securities CompanyBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Lowry Financial Services CorporationBroker
Fms Securities, INC.Broker
Robert C. Lau and Company, INC.Broker
University Securities CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.